Autonomous Financial Advisor — Flexible Schedule

Peachtree Planning Corporation; Knoxville (TN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Life insurance

Health, dental, and vision insurance

401(k) with matching

Paid training and professional dev.

Bonuses up to $5,000 in first 60 days

Job summary

Peachtree Planning Corporation is seeking a driven financial professional to build and lead a personal financial services practice with full infrastructure, mentorship, and brand backing in Knoxville, TN. You will engage clients through high-touch communication and data-driven strategies, translating complex needs into tailored financial plans for individuals, families, and business owners.

Independence within a collaborative team, focus on retirement, risk management, investments and related

Qualifications

• 1+ years of experience in business development, tech sales, financial services, or a related client-facing role.
• An understanding of financial principles, client relationship management, and solution-based selling.
• Strong interpersonal and analytical skills; the ability to translate complex challenges into clear action plans.
• Familiarity with CRM platforms, digital productivity tools (Google Suite, Microsoft Office), and a comfort with data.

Responsibilities

• Support the design of customized, long-term financial strategies based on each client’s goals and stage of life.
• Present tailored planning solutions that are both protective and growth-oriented to help clients succeed financially.
• Collaborate closely with your team, leaning into mentorship and shared expertise.
• Stay ahead of trends in finance, tech-enabled tools, and regulatory changes.
• Maintain a strong ethical standard, ensuring compliance and professionalism in all client interactions.

Skills

Sales experience

Business development

Client relationship management

Data-informed strategy

CRM familiarity

Tools

CRM systems

Google Suite

Microsoft Office

Job description

Peachtree Planning Corporation is seeking a driven financial professional to build and lead a personal financial services practice with full infrastructure, mentorship, and brand backing in Knoxville, TN. You will engage clients through high-touch communication and data-driven strategies, translating complex needs into tailored financial plans for individuals, families, and business owners.

Independence within a collaborative team, focus on retirement, risk management, investments and related